We are live on ! Find out more
CCM

Cloud Capital Management Portfolio holdings

AUM $229M
1-Year Est. Return 19.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,591
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$716K
3
+$451K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$445K
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$424K

Top Sells

1
+$1.29M
2
+$835K
3
+$518K
4
PANW icon
Palo Alto Networks
PANW
+$457K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$342K

Sector Composition

1 Technology 12.82%
2 Communication Services 3.9%
3 Consumer Discretionary 3.04%
4 Financials 2.51%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$0 ﹤0.01%
+4
1252
$0 ﹤0.01%
+6
1253
$0 ﹤0.01%
+45
1254
$0 ﹤0.01%
+10
1255
$0 ﹤0.01%
+5
1256
$0 ﹤0.01%
+4
1257
$0 ﹤0.01%
+3
1258
$0 ﹤0.01%
+2
1259
$0 ﹤0.01%
+8
1260
$0 ﹤0.01%
+8
1261
$0 ﹤0.01%
+21
1262
$0 ﹤0.01%
+19
1263
$0 ﹤0.01%
+7
1264
$0 ﹤0.01%
+16
1265
$0 ﹤0.01%
+62
1266
$0 ﹤0.01%
+3
1267
$0 ﹤0.01%
+4
1268
$0 ﹤0.01%
+2
1269
$0 ﹤0.01%
+1
1270
$0 ﹤0.01%
+7
1271
$0 ﹤0.01%
+36
1272
$0 ﹤0.01%
+67
1273
$0 ﹤0.01%
+6
1274
$0 ﹤0.01%
+32
1275
$0 ﹤0.01%
+5
49 50
51
52 53